Quant Large and Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

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tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5842 Cr ₹3283 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 11 Dec 2006
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open-ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY LARGE MIDCAP 250 TRI
Turn Over 73% %
Expense Ratio 1.82 1.93
Manager Aditya Khemani Sanjeev Sharma
ISIN Code INF205K01247 INF966L01341
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
1 Month -6.02% -8.76%
6 Month 12.07% -4.74%
1 Year 39.55% 30.34%
3 Year 19.27% 19.02%
5 Year 20.12% 24.28%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 30.48% 9.51%
3 Year 30.28% 25.99%
5 Year 25.61% 26.91%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
1 Year 13.29% 15.18%
3 Year 14.17% 15.81%
5 Year 14.63% 14.26%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 12.64% 15.18%
Sharp 0.92% 1.39%
Beta 0.97% 0.97%
Alpha 2.17% 5.83%

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Fund Managers

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth
Name Aditya Khemani Sanjeev Sharma
Total AUM ₹12070 Cr ₹39731 Cr
Fund Manage 3 22
INVESCO INDIA LARGE & MID CAP FUND - Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Quant Large and Mid Cap Fund-Growth

Others 5.99 14.36
Mid Cap 39.25 36.64
Large Cap 47.15 48.99
Small Cap 7.61 -

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

Quant Large and Mid Cap Fund-Growth

Others 1.48 14.36
Communication 3.12 -
Materials 5.58 -
Construction 6.83 5.87
Healthcare 10.05 -
Insurance 2.81 6.51
Services 12.88 -
Financial 22.74 -
Capital Goods 10.53 -
Consumer Staples 1.91 -
Metals & Mining 3.55 -
Technology 4.06 -
Consumer Discretionary 5.66 -
Automobile 5.83 -
Energy 2.97 -
Petroleum Products - 9.31
Finance - 7.2
Diversified FMCG - 11.75
Cement & Cement Products - 1.38
Transport Services - 4.4
Ferrous Metals - 7.1
Telecom - Services - 1.27
Pharmaceuticals & Biotechnology - 9.07
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
IT - Software - 0.45
Diversified - 1.08
Auto Components - 7.82
Power - 4.19
Beverages - 1.74

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